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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,610 | $81,763-69.9% | $58,561-58.0% | $139,466-82.4% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 29.10% | 7427.77%-7398.7pp | 4251.33%-4222.2pp | 373.66%-344.6pp |
| Employer contribution / active EE | $1,853 | $1,398+32.5% | $1,053+75.8% | $4,754-61.0% |
| Participant deferral / active EE | $6,692 | $2,555+161.9% | $1,923+248.0% | $6,712-0.3% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |